Live Oak Investment Partners Columbia ETF Tr I Diversified Transaction History

Live Oak Investment Partners

$116 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	BUY	$16.4 - $17.91 $5.95 Million - $6.5 Million	362,757 New	362,757 $6.27 Million

Others Institutions Holding DIAL

# of Institutions

61

Shares Held

13.3M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

5.97M
Shares

$111 Million
0.03% of portfolio
Pine Valley Investments LTD Liability CO Marlton, NJ

929K
Shares

$17.2 Million
1.07% of portfolio
Morgan Stanley New York, NY

914K
Shares

$16.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

797K
Shares

$14.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

673K
Shares

$12.5 Million
0.01% of portfolio

About COLUMBIA ETF TR I DIVERSIFIED

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